Identify the top-performing small-cap funds with the potential to deliver high growth over the long term.
Scheme Name | NAV (Rs) | AUM(Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 272.21 | 30,170 | -1.39 | -3.31 | -1.23 | -2.21 | -8.05 | 21.32 | 30.91 | 19.90 | 29.11 | 0.75 | |
| 183.69 | 68,572 | -1.73 | -3.20 | -3.49 | -4.02 | -9.60 | 20.76 | 28.82 | 21.10 | 25.21 | 0.63 | |
| 50.16 | 18,174 | -1.90 | -3.67 | -1.82 | -2.53 | -5.04 | 30.03 | 28.39 | NA | 32.11 | 0.42 | |
| 45.85 | 8,999 | -2.20 | -2.26 | -1.27 | -1.40 | -5.15 | 24.62 | 28.36 | NA | 23.89 | 0.40 | |
| 156.47 | 38,020 | -1.84 | -3.58 | -4.12 | -1.01 | -5.27 | 20.29 | 26.57 | 19.27 | 23.67 | 0.67 | |
| 47.38 | 5,330 | -1.76 | -2.87 | -2.85 | -2.46 | -7.61 | 19.76 | 26.23 | NA | 25.60 | 0.43 | |
| 85.62 | 16,203 | -2.17 | -4.16 | -5.16 | -7.58 | -15.52 | 17.91 | 26.10 | 18.83 | 20.37 | 0.64 | |
| 41.17 | 11,410 | -0.97 | -5.39 | -9.05 | -8.69 | -15.72 | 16.27 | 25.72 | NA | 22.13 | 0.34 | |
| 49.49 | 1,982 | -2.31 | -5.48 | -4.94 | -5.28 | -13.16 | 18.94 | 25.49 | NA | 25.84 | 0.60 | |
| 41.65 | 13,060 | -1.84 | -2.89 | -2.60 | -3.68 | -9.65 | 15.80 | 25.48 | NA | 23.30 | 0.46 | |
| 184.55 | 13,529 | -2.32 | -4.36 | -4.38 | -6.95 | -11.94 | 19.47 | 24.61 | 16.56 | 25.25 | 0.92 | |
| 95.90 | 8,452 | -1.48 | -1.80 | -3.87 | -2.36 | -4.64 | 17.02 | 24.38 | 17.04 | 19.09 | 0.77 | |
| 284.50 | 3,450 | -2.07 | -3.05 | -1.13 | -1.31 | -4.22 | 20.35 | 24.38 | 14.70 | 29.52 | 0.85 | |
| 32.20 | 619 | -1.99 | -4.51 | -6.12 | -5.20 | -16.22 | 15.63 | 24.10 | NA | 14.83 | 1.03 | |
| 212.47 | 17,010 | -1.59 | -2.03 | -2.72 | -3.08 | -6.10 | 19.91 | 23.75 | 17.51 | 26.63 | 0.79 | |
| 119.85 | 26,769 | -1.96 | -3.70 | -2.95 | -3.03 | -5.31 | 18.16 | 23.74 | 19.70 | 22.95 | 0.56 | |
| 52.67 | 1,778 | -3.04 | -4.81 | -3.96 | -0.04 | -9.25 | 17.92 | 23.26 | 15.93 | 15.56 | 0.96 | |
| 291.70 | 17,423 | -1.63 | -3.53 | -5.31 | -5.45 | -12.03 | 15.57 | 22.74 | 18.51 | 29.77 | 0.55 | |
| 30.48 | 2,819 | -2.91 | -4.39 | -3.80 | -4.99 | -8.46 | 25.19 | 22.18 | NA | 21.14 | 0.22 | |
| 191.26 | 36,272 | -1.14 | -2.54 | -3.75 | -2.58 | -9.01 | 13.56 | 20.26 | 19.12 | 25.60 | 0.74 | |
| 95.41 | 5,049 | -1.51 | -4.32 | -1.68 | -2.98 | -7.73 | 17.38 | 20.23 | 14.25 | 19.06 | 0.90 | |
| 9.40 | 1,525 | -1.73 | -3.59 | -3.22 | NA | NA | NA | NA | NA | -5.96 | 0.44 | |
| 17.05 | 1,598 | -1.96 | -3.67 | -3.56 | 0.95 | -3.29 | 13.76 | NA | NA | 13.02 | 0.55 | |
| 12.79 | 172 | -1.46 | -2.07 | -0.62 | -1.54 | -0.62 | NA | NA | NA | 12.41 | 0.70 | |
| 27.12 | 4,833 | -2.20 | -3.67 | -3.64 | -3.40 | -7.82 | 17.86 | NA | NA | 22.25 | 0.65 |
Gateway to Emerging Companies
Small cap funds invest in early-stage, fast-growing companies that have the potential to become tomorrow’s market leaders.
Higher Long-Term Return Potential
Over a 5-year CAGR, well-managed small-cap funds have often outperformed large cap and mid-cap peers, rewarding patient investors.
Risk-Reward Balance
While small caps carry higher risk, screening based on 5-year CAGR helps filter funds that have shown sustained performance despite volatility.
Ideal for Aggressive Investors
Investors with higher risk appetite and a long-term horizon (the longer the better) can use small-cap funds to significantly boost portfolio growth.
It’s a mutual fund that invests in companies ranked 251 and beyond by market capitalization, typically smaller and faster-growing firms.
Yes, they’re more volatile than large and mid-cap funds. However, good fund managers diversify holdings to manage risks.
Best suited for aggressive, long-term investors willing to ride through sharp ups and downs for higher potential returns.
Your advisor can help you decide. Small-cap funds can deliver high returns but come with higher risk.
Who should pick small-cap funds in India?
Your advisor can help you decide. Small-cap funds can deliver high returns but come with higher risk. Safer investors may prefer large-cap funds, while moderate ones could opt for multicap funds.
>> Dig deeper into our easy-to-use mutual fund screener for better views and ideas.